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Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is Stone Point Wealth LLC s 8th Largest Position

Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is Stone Point Wealth LLC s 8th Largest Position
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JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Sold by Stone Point Wealth LLC

Stone Point Wealth LLC decreased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,587 shares of the company’s stock after selling 1,400 shares during the quarter. Stone Point Wealth […]

JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Sold by Stone Point Wealth LLC

Stone Point Wealth LLC decreased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,587 shares of the company’s stock after selling 1,400 shares during the quarter. Stone Point Wealth […]

White Wing Wealth Management Acquires New Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

White Wing Wealth Management acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 110,325 shares of the company’s stock, valued at approximately $5,169,000. […]

White Wing Wealth Management Makes New $5 17 Million Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

White Wing Wealth Management acquired a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 110,325 shares of the company’s stock, valued at approximately $5,169,000. Dimensional Short-Duration […]

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